28 March

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Estate Plan Lawyer in Ashburn Explains Intrafamily Loans

Intrafamily loans can be an effective strategy for families to transfer wealth to the next generation, but they also have potential pitfalls and risks that must be considered and mitigated. Basically, intrafamily loans can be an incredibly effective tool to help create capital for families and successfully maintain and build wealth for future generations, but they must be completed with rigorous attention to detail. Navigating the IRS Tightrope Between a Loan and a Gift If you are contemplating an intrafamily loan, it is critically important to adhere to the requirements set forth by the Internal Revenue Service (IRS). Why? Because failing to follow the IRS guidelines when completing an intrafamily loan could result in the federal tax authority considering your loan to actually be a gift. Intrafamily Loan Requires Minimum Interest Rate One of the key requirements set forth by the IRS for intrafamily loans is a minimum interest rate. This base-level interest rate...

29 December

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INSIGHT LAW ANNUAL CLIENT MEETING ON FEBRUARY 11, 2023

Posted by Bobby Feisee

in Uncategorized

Each year, our law firm holds an Annual Client Meeting for members of the Insight Law Maintenance Program. Attendance at one of the meetings is essential to ensure we stay connected with our clients and they stay educated on their estate plan. During the meeting, we provide clients with the following information: Update of current trends in estate planning, including an explanation of additions and changes that may be implemented into your future plans; Asset Review Report providing you with the law firm’s latest inventory of your assets Review of our Website, including how to use the Client Services area; Updated documents and resources available in the Client Organizer; Opportunity to update your current information, your Helper’s information, and information stored with Docubank Opportunity to ask any questions you may have. Please feel free to invite your financial advisor or any other guests. The program will last approximately 2 hours...

29 December

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INSIGHT LAW ANNUAL CLIENT MEETING ON FEBRUARY 2, 2023

Posted by Bobby Feisee

in Uncategorized

29 December

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INSIGHT LAW ANNUAL CLIENT MEETING ON JANUARY 25, 2023

Posted by Bobby Feisee

in Training

14 December

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TRUTH ABOUT ESTATE PLANNING WEBINAR ON JUNE 23, 2023

Posted by Bobby Feisee

in Training

WHEN: June 23, 2023 at 12:00 PM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="24" title="true" description="false"]...

14 December

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TRUTH ABOUT ESTATE PLANNING WEBINAR ON JUNE 7, 2023

Posted by Bobby Feisee

in Training

WHEN: June 7, 2023 at 10:00 AM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="23" title="true" description="false"]...

14 December

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TRUTH ABOUT ESTATE PLANNING WEBINAR ON MAY 19, 2023

Posted by Bobby Feisee

in Training

WHEN: May 19, 2023 at 12:00 PM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="22" title="true" description="false"]...

14 December

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TRUTH ABOUT ESTATE PLANNING WEBINAR ON MAY 3, 2023

Posted by Bobby Feisee

in Training

WHEN: May 3, 2023 at 10:00 AM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="21" title="true" description="false"]...

14 December

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TRUTH ABOUT ESTATE PLANNING WEBINAR ON APRIL 21, 2023

Posted by Bobby Feisee

in Training

WHEN: April 21, 2023 at 12:00 PM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="20" title="true" description="false"]...

14 December

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TRUTH ABOUT ESTATE PLANNING WEBINAR ON APRIL 5, 2023

Posted by Bobby Feisee

in Training

WHEN: April 5, 2023 at 10:00 AM EST WHERE: ZOOM WHAT YOU WILL LEARN: Most people don’t know what to expect from an estate planning attorney, let alone know the right questions to ask. In our experience, most families who have completed their estate plans don’t fully understand their legal documents and the serious impact it can have on their loved ones. The Truth About Estate Planning™ Program will prepare you to deal with your planning concerns and examine your goals without the time pressure of making decisions. [gravityform id="19" title="true" description="false"]...